Choice Wealth Advisors, LLC Portfolio Holdings

Choice Wealth Advisors, LLC

  • $189 Million
  • Q1 2025

Choice Wealth Advisors, LLC has filed its 13F form on April 11, 2025 for Q1 2025 where it was disclosed a total value porftolio of $189 Million distributed in 29 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 Value E with a value of $27.1M, Wisdomtree Tr Us Quality Divid with a value of $26.1M, Spdr Portfolio with a value of $20.2M, J P Morgan Exchg Traded Fd Tr with a value of $19.9M, and Wisdomtree Tr with a value of $15.1M.

Examining the 13F form we can see an decrease of $4.32M in the current position value, from $193M to 189M.

Choice Wealth Advisors, LLC is based out at Waterville, ME

Below you can find more details about Choice Wealth Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $189 Million
ETFs: $170 Million
Technology: $9.77 Million
Consumer Cyclical: $7.07 Million
Financial Services: $1.52 Million
Industrials: $531,000
Energy: $216,000

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 29
  • Current Value $189 Million
  • Prior Value $193 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 11, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 2 stocks
  • Additional Purchases 15 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 8 stocks
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